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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Thistlethwaite is a registered Investment Advisor Representative with Fisher Investments, based in CAMAS, WA. Benjamin has been in the industry since 1998 and has extensive experience in the financial services sector. Benjamin has worked with a variety of financial institutions, including Pacific Crest Securities LLC, Gar Wood Securities, LLC, The Robins Group LLC, Goetz, Batchker & Company, Inc., Worldco, L.L.C., and Norwest Investment Services, Inc. Benjamin holds several industry licenses and certifications, including Series 7, Series 24, Series 4, and Series 66. Benjamin specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Benjamin is committed to providing clients with personalized financial advice and investment strategies designed to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
06/01/2011 - Present
Fisher Investments (CAMAS WA)
OR
02/22/2010 - 04/11/2011
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
WA
10/06/2009 - 02/11/2010
GAR WOOD SECURITIES, LLC (VANCOUVER WA)
OR
12/19/2003 - 10/02/2009
THE ROBINS GROUP LLC (PORTLAND OR)
NY
08/06/2002 - 12/16/2003
GOETZ, BATCHKER & COMPANY, INC. (NEW YORK NY)
NY
08/25/1998 - 11/05/2001
WORLDCO, L.L.C. (NEW YORK NY)
MN
01/05/1998 - 07/21/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 02/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/10/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/06/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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